BRP Insider Trading

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Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 22.65%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $2,352,867.00

The Baldwin Insurance Group Insider Trading History Chart

The Baldwin Insurance Group Share Price & Price History

^$46.07

▲ +0.87 (1.92%)

As of 11/8/2024 01:00 AM ET

Days: 30 | 90 | 365

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The Baldwin Insurance Group Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
5/13/2024	James Morgan Roche	Insider	Sell	5,000	$30.61	$153,050.00	233,499
5/9/2024	Daniel Galbraith	Insider	Sell	1,040	$30.76	$31,990.40	31,126
5/9/2024	Seth Bala Cohen	General Counsel	Sell	10,834	$30.03	$325,345.02	13,813
3/15/2024	Seth Bala Cohen	General Counsel	Sell	1,033	$29.04	$29,998.32	10,657
3/11/2024	Lowry Baldwin	Director	Sell	62,629	$28.94	$1,812,483.26	37,371
9/13/2023	Laura Sherman	Major Shareholder	Sell	30,000	$26.14	$784,200.00	24,695
9/12/2023	Lowry Baldwin	Director	Sell	120,000	$25.98	$3,117,600.00
9/11/2023	Laura Sherman	Major Shareholder	Sell	22,305	$26.24	$585,283.20	54,695
9/7/2023	Laura Sherman	Major Shareholder	Sell	57,100	$26.86	$1,533,706.00	142,900
8/29/2023	Daniel Galbraith	COO	Sell	60,316	$25.89	$1,561,581.24	8,721
8/24/2023	Trevor Baldwin	CEO	Sell	238,147	$25.35	$6,037,026.45	32,864
8/17/2023	Kristopher Aaron Wiebeck	Insider	Sell	55,000	$25.11	$1,381,050.00	20,035
8/17/2023	Lowry Baldwin	Chairman	Sell	188,552	$25.72	$4,849,557.44
8/16/2023	Seth Bala Cohen	General Counsel	Sell	9,858	$25.15	$247,928.70	12,124
5/11/2023	Seth Bala Cohen	General Counsel	Sell	2,000	$22.47	$44,940.00	21,982
11/29/2022	Kristopher Aaron Wiebeck	Insider	Sell	15,000	$29.34	$440,100.00	51,126
11/21/2022	Seth Bala Cohen	General Counsel	Sell	3,463	$28.25	$97,829.75	9,282
9/20/2022	Lowry Baldwin	Chairman	Buy	172,000	$28.87	$4,965,640.00	172,000
5/16/2022	Trevor Baldwin	CEO	Buy	12,000	$22.86	$274,320.00	100,297
5/13/2022	John A. Valentine	Insider	Buy	10,000	$21.10	$211,000.00	66,351
5/13/2022	Seth Bala Cohen	General Counsel	Buy	2,500	$21.50	$53,750.00	12,745
5/13/2022	Trevor Baldwin	CEO	Buy	2,559	$22.26	$56,963.34	88,297
3/14/2022	John A. Valentine	Insider	Buy	5,000	$24.68	$123,400.00
3/11/2022	Kristopher Aaron Wiebeck	Insider	Buy	10,000	$24.87	$248,700.00
3/9/2022	Trevor Baldwin	CEO	Buy	13,117	$25.41	$333,302.97
3/7/2022	John A. Valentine	Insider	Buy	500	$24.17	$12,085.00
3/4/2022	John A. Valentine	Insider	Buy	1,000	$27.34	$27,340.00
12/6/2021	Lowry Baldwin	Chairman	Sell	150,000	$36.35	$5,452,500.00
12/3/2021	Lowry Baldwin	Chairman	Sell	6,201	$37.37	$231,731.37

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SEC Filings (Institutional Ownership Changes) for The Baldwin Insurance Group (NASDAQ:BRP)

70.42% of The Baldwin Insurance Group stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

The Baldwin Insurance Group Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
11/9/2024	Intech Investment Management LLC	15,603	$0.51M	0.0%	N/A	0.013%
11/8/2024	King Luther Capital Management Corp	26,890	$0.88M	0.0%	N/A	0.023%
11/8/2024	Connor Clark & Lunn Investment Management Ltd.	21,871	$0.71M	0.0%	N/A	0.019%
11/8/2024	Commerce Bank	8,925	$0.29M	0.0%	-3.1%	0.008%
11/7/2024	MAI Capital Management	127,690	$4.17M	0.0%	-7.6%	0.109%
11/6/2024	Schneider Downs Wealth Management Advisors LP	8,200	$0.27M	0.1%	N/A	0.007%
11/6/2024	Natixis Advisors LLC	30,264	$0.99M	0.0%	+4.4%	0.026%
11/6/2024	Black Swift Group LLC	5,000	$0.16M	0.0%	N/A	0.004%
11/6/2024	Zions Bancorporation N.A.	44,251	$1.45M	0.1%	+18.4%	0.038%
11/6/2024	Oppenheimer & Co. Inc.	17,419	$0.57M	0.0%	N/A	0.015%
11/4/2024	State of New Jersey Common Pension Fund D	44,405	$1.45M	0.0%	-16.9%	0.038%
11/1/2024	Atria Investments Inc	9,108	$0.30M	0.0%	-4.6%	0.008%
11/1/2024	Verdence Capital Advisors LLC	7,530	$0.25M	0.0%	+5.6%	0.006%
10/31/2024	Confluence Investment Management LLC	438,544	$14.32M	0.2%	+26.8%	0.373%
10/31/2024	Kornitzer Capital Management Inc. KS	265,650	$8.68M	0.2%	-35.4%	0.226%
10/31/2024	Principal Financial Group Inc.	73,232	$2.39M	0.0%	+40.7%	0.062%
10/29/2024	Emerald Advisers LLC	884,299	$28.88M	1.1%	+1.8%	0.752%
10/29/2024	Harbor Capital Advisors Inc.	50,870	$1.66M	0.1%	N/A	0.043%
10/29/2024	Emerald Mutual Fund Advisers Trust	653,633	$21.35M	1.1%	-11.1%	0.556%
10/24/2024	Tributary Capital Management LLC	472,633	$15.44M	1.2%	-0.5%	0.402%
10/24/2024	New World Advisors LLC	14,957	$0.49M	0.1%	N/A	0.013%
10/24/2024	Wealth Enhancement Advisory Services LLC	131,960	$4.31M	0.0%	-9.6%	0.112%
10/19/2024	Cyndeo Wealth Partners LLC	4,414	$0.14M	0.0%	N/A	0.004%
10/16/2024	ZWJ Investment Counsel Inc.	4,464	$0.15M	0.0%	N/A	0.004%
10/16/2024	Heritage Family Offices LLP	4,850	$0.16M	0.1%	N/A	0.004%
10/11/2024	Creative Planning	9,979	$0.33M	0.0%	+31.3%	0.008%
10/11/2024	Oliver Luxxe Assets LLC	39,960	$1.31M	0.2%	+81.3%	0.034%
10/11/2024	Smith Chas P & Associates PA Cpas	4,548	$0.15M	0.0%	N/A	0.004%
10/9/2024	Private Advisory Group LLC	19,050	$0.62M	0.1%	N/A	0.016%
10/8/2024	Pathway Financial Advisors LLC	115,289	$3.77M	1.0%	-9.5%	0.098%
10/7/2024	Diversified Trust Co	25,200	$0.82M	0.0%	-33.3%	0.021%
10/3/2024	SG Americas Securities LLC	18,241	$0.60M	0.0%	N/A	0.016%
8/21/2024	Truist Financial Corp	10,859	$0.38M	0.0%	+11.8%	0.009%
8/16/2024	Algert Global LLC	18,688	$0.66M	0.0%	-52.7%	0.016%
8/16/2024	Driehaus Capital Management LLC	931,959	$33.06M	0.3%	+53.7%	0.793%
8/15/2024	Select Equity Group L.P.	29,462	$1.05M	0.0%	N/A	0.025%
8/15/2024	Lighthouse Investment Partners LLC	68,714	$2.44M	0.1%	+107.1%	0.058%
8/15/2024	The Manufacturers Life Insurance Company	35,717	$1.27M	0.0%	+21.7%	0.030%
8/15/2024	Millennium Management LLC	79,212	$2.81M	0.0%	-79.0%	0.067%
8/14/2024	ProShare Advisors LLC	8,071	$0.29M	0.0%	-25.4%	0.007%
8/13/2024	Westwood Holdings Group Inc.	2,219,148	$78.71M	0.4%	-18.9%	1.888%
8/13/2024	Sei Investments Co.	533,349	$18.92M	0.0%	-5.9%	0.454%
8/13/2024	Granite Investment Partners LLC	328,294	$11.65M	0.5%	-11.2%	0.279%
8/12/2024	Venator Management LLC	750,900	$26.63M	8.1%	-4.0%	0.639%
8/9/2024	Renaissance Technologies LLC	34,000	$1.21M	0.0%	+275.3%	0.029%
8/9/2024	Dimensional Fund Advisors LP	1,082,243	$38.39M	0.0%	+7.2%	0.921%
8/8/2024	Envestnet Asset Management Inc.	115,992	$4.11M	0.0%	-10.7%	0.099%
8/8/2024	William Blair Investment Management LLC	3,083,281	$109.36M	0.3%	+5.4%	2.623%
8/8/2024	Zions Bancorporation N.A.	37,385	$1.33M	0.1%	N/A	0.032%
8/8/2024	State of New Jersey Common Pension Fund D	53,444	$1.90M	0.0%	-49.4%	0.045%
8/7/2024	Van Hulzen Asset Management LLC	77,997	$2.77M	0.2%	+109.1%	0.066%
8/7/2024	Wedbush Securities Inc.	8,506	$0.30M	0.0%	N/A	0.007%
8/6/2024	Emerald Advisers LLC	868,745	$30.81M	1.3%	-2.8%	0.739%
8/6/2024	Emerald Mutual Fund Advisers Trust	735,417	$26.09M	1.4%	+0.5%	0.626%
8/6/2024	Otter Creek Advisors LLC	186,615	$6.62M	4.3%	+24.2%	0.159%
8/5/2024	Arizona State Retirement System	18,123	$0.64M	0.0%	+7.9%	0.015%
8/1/2024	Rhumbline Advisers	90,327	$3.20M	0.0%	+11.5%	0.077%
8/1/2024	Natixis Advisors LLC	28,983	$1.03M	0.0%	+9.2%	0.025%
7/29/2024	Peregrine Capital Management LLC	709,623	$25.17M	0.7%	-18.5%	0.604%
7/29/2024	Principal Financial Group Inc.	52,058	$1.85M	0.0%	+16.1%	0.044%
7/29/2024	Zurcher Kantonalbank Zurich Cantonalbank	15,292	$0.54M	0.0%	+5.9%	0.013%
7/26/2024	Cambridge Investment Research Advisors Inc.	31,034	$1.10M	0.0%	+1.2%	0.026%
7/26/2024	Bank of New York Mellon Corp	1,036,608	$36.77M	0.0%	-15.9%	0.882%
7/25/2024	Tributary Capital Management LLC	474,977	$16.85M	1.4%	+0.3%	0.404%
7/24/2024	Pathway Financial Advisors LLC	127,323	$4.52M	1.2%	-9.9%	0.108%
7/20/2024	First Horizon Advisors Inc.	1,415	$50K	0.0%	+31.6%	0.001%
7/20/2024	Continuum Advisory LLC	4,477	$0.16M	0.0%	-8.6%	0.004%
7/16/2024	Envestnet Portfolio Solutions Inc.	7,585	$0.27M	0.0%	N/A	0.006%
7/16/2024	Wealth Enhancement Advisory Services LLC	145,965	$5.18M	0.0%	N/A	0.124%
7/16/2024	Diversified Trust Co	37,800	$1.34M	0.0%	+11.2%	0.032%
7/3/2024	Moody National Bank Trust Division	7,420	$0.26M	0.0%	+6.3%	0.006%
7/1/2024	Confluence Investment Management LLC	345,789	$12.27M	0.2%	+178.6%	0.294%
5/16/2024	California State Teachers Retirement System	61,009	$1.77M	0.0%	-4.5%	0.052%
5/16/2024	Kennedy Capital Management LLC	555,172	$16.07M	0.3%	-9.5%	0.476%
5/15/2024	Public Employees Retirement System of Ohio	121,582	$3.52M	0.0%	-25.2%	0.104%
5/1/2024	Janney Montgomery Scott LLC	7,147	$0.21M	0.0%	N/A	0.006%
4/30/2024	HB Wealth Management LLC	63,667	$1.84M	0.0%	+43.2%	0.055%
4/29/2024	Principal Financial Group Inc.	44,840	$1.30M	0.0%	N/A	0.038%
4/26/2024	Peregrine Capital Management LLC	870,665	$25.20M	0.7%	-5.0%	0.746%
4/26/2024	SYSTM Wealth Solutions LLC	15,358	$0.44M	0.1%	-16.2%	0.013%
4/26/2024	Verdence Capital Advisors LLC	7,009	$0.20M	0.0%	N/A	0.006%
4/25/2024	Smith Chas P & Associates PA Cpas	52,295	$1.51M	0.1%	N/A	0.045%
4/18/2024	Tributary Capital Management LLC	473,583	$13.71M	1.1%	+0.9%	0.406%
4/18/2024	Diversified Trust Co	34,000	$0.98M	0.0%	+42.0%	0.029%
4/17/2024	Cornerstone Wealth Group LLC	16,888	$0.49M	0.0%	N/A	0.014%
4/10/2024	Pathway Financial Advisors LLC	141,387	$4.09M	1.1%	+56.3%	0.121%
4/4/2024	Moody National Bank Trust Division	6,980	$0.20M	0.0%	N/A	0.006%
4/1/2024	Confluence Investment Management LLC	124,121	$3.59M	0.0%	N/A	0.106%
3/11/2024	Vanguard Group Inc.	6,107,277	$146.70M	0.0%	+1.9%	5.235%
2/14/2024	Westwood Holdings Group Inc.	3,015,270	$72.43M	0.6%	+73.0%	2.583%
2/13/2024	First National Bank of Omaha	18,906	$0.45M	0.0%	+11.5%	0.016%
2/12/2024	Madison Asset Management LLC	108,369	$2.60M	0.0%	-35.9%	0.093%
2/12/2024	Otter Creek Advisors LLC	142,520	$3.43M	2.0%	+13.5%	0.122%
2/9/2024	Annis Gardner Whiting Capital Advisors LLC	325,830	$7.83M	3.5%	+47.4%	0.279%
2/9/2024	Corient Private Wealth LLC	36,934	$0.89M	0.0%	-10.0%	0.032%
2/7/2024	Boston Partners	1,264,567	$30.59M	0.0%	N/A	1.083%
2/7/2024	Dimensional Fund Advisors LP	988,830	$23.75M	0.0%	+19.6%	0.847%
2/7/2024	Van Hulzen Asset Management LLC	33,141	$0.80M	0.1%	+7.6%	0.028%
2/6/2024	Charles Schwab Investment Management Inc.	492,812	$11.84M	0.0%	+1.8%	0.422%
2/6/2024	Natixis Advisors L.P.	23,224	$0.56M	0.0%	+21.8%	0.020%

Data available starting January 2016

BRP Group, Inc. operates as an independent insurance distribution firm that delivers insurance and risk management solutions in the United States. It operates through three segments: Insurance Advisory Solutions; Underwriting, Capacity & Technology Solutions; and Mainstreet Insurance Solutions. The Insurance Advisory Solutions segment provides commercial risk management, employee benefits, and private risk management solutions for businesses and high-net-worth individuals, as well as their families. The Underwriting, Capacity & Technology Solutions segment offers Future platform, that manufactures technology-enabled insurance products suite comprises personal, commercial, and specialty lines; specialty wholesale broker business that delivers professionals, individuals, and niche industry businesses; and reinsurance brokerage services. The Mainstreet Insurance Solutions segment provides personal insurance, commercial insurance, and life and health solutions to individuals and businesses in communities. BRP Group, Inc. was founded in 2011 and is headquartered in Tampa, Florida.

Today's Range

Now: $46.07

$44.74

$46.31

50 Day Range

MA: $49.01

$40.66

$55.29

52 Week Range

Now: $46.07

$17.33

$33.03

Volume

950,591 shs

Average Volume

379,203 shs

Market Capitalization

$5.42 billion

P/E Ratio

N/A

Dividend Yield

N/A

Beta

1.54

Who are the company insiders with the largest holdings of The Baldwin Insurance Group?: The Baldwin Insurance Group's top insider shareholders include:
James Morgan Roche (Insider)
Laura Sherman (Major Shareholder)
Kristopher Aaron Wiebeck (Insider)
Lowry Baldwin (Director)
Trevor Baldwin (CEO)
Daniel Galbraith (Insider)
Seth Bala Cohen (General Counsel)
Daniel Galbraith (COO)
Lowry Baldwin (Chairman)
Learn More about top insider investors at The Baldwin Insurance Group.
Who are the major institutional investors of The Baldwin Insurance Group?: The Baldwin Insurance Group's top institutional investors include:
Emerald Advisers LLC — 0.75%
Emerald Mutual Fund Advisers Trust — 0.56%
Tributary Capital Management LLC — 0.40%
Confluence Investment Management LLC — 0.37%
Kornitzer Capital Management Inc. KS — 0.23%
Wealth Enhancement Advisory Services LLC — 0.11%
Learn More about top institutional investors of The Baldwin Insurance Group stock.
Which institutional investors are selling The Baldwin Insurance Group stock?: In the last quarter, BRP stock was sold by these institutional investors:
Kornitzer Capital Management Inc. KS
Emerald Mutual Fund Advisers Trust
Wealth Enhancement Advisory Services LLC
Diversified Trust Co
Pathway Financial Advisors LLC
MAI Capital Management
State of New Jersey Common Pension Fund D
Tributary Capital Management LLC
In the previous year, company insiders that have sold The Baldwin Insurance Group company stock include:
James Morgan Roche (Insider)
Laura Sherman (Major Shareholder)
Kristopher Aaron Wiebeck (Insider)
Lowry Baldwin (Director)
Learn More investors selling The Baldwin Insurance Group stock.
Which institutional investors are buying The Baldwin Insurance Group stock?: In the previous quarter, BRP stock was purchased by institutional investors including:
Confluence Investment Management LLC
Harbor Capital Advisors Inc.
King Luther Capital Management Corp
Connor Clark & Lunn Investment Management Ltd.
Principal Financial Group Inc.
Private Advisory Group LLC
SG Americas Securities LLC
Oliver Luxxe Assets LLC